Many small business owners do not have an estate plan set up. Many business owners who do have a business plan don’t have an updated estate plan. Taking the time to create a business estate plan is incredibly important. You’ve worked hard, putting your blood, sweat, and tears into building up your...
New York Times Article: The Flaw in Warren Buffett’s Estate Plan
By Paul Sullivan
Mr. Buffett has instructed his executors to not sell any shares of his firm, Berkshire Hathaway. But these types of directives typically result in lawsuits.
Warren E. Buffett’s annual letter to shareholders is always parsed for investing wisdom from the Oracle of Omaha.
The Importance of Health Care Documents
Like so many of you, I am doing my part to protect the health of our vulnerable community members and frontline workers during the COVID-19 pandemic by socially distancing. To stay in touch (and sane!), I have been connecting frequently with friends and family by telephone and videoconference. In these interactions, I...
Forbes Article: How To Prepare Now For The Approaching Crossroad In Estate Planning
By Bob Carlson
We’re approaching a crossroad in estate planning, and those who might be affected need to take action before we reach it.
Few people today have to worry about federal estate and gift taxes, because of the high level of exemptions. But there’s a...
Kiplinger Article:5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
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by: Christopher D. Wright, JD, CPA
Estate planning should be a fairly straightforward exercise in...